CRM automation
CRM automation. More time for the conversation.
An automated CRM helps handle recurring steps in your customer process, such as recording a website enquiry or sending a requested brochure. Alpha connects these entry points with your CRM so your team can focus on the enquiry itself.
What is CRM automation?
CRM automation runs a configured action when a defined event occurs. For example, a visitor requests a brochure: it is sent and the enquiry reaches the CRM. You decide which information is required, what happens and when a colleague takes over. Configuration follows your process.
Connect brochure requests and quiz funnels
Alpha has a configurable brochure widget for your website. A request creates a lead and the brochure is sent automatically. A quiz funnel can pass answers from a multi-step questionnaire into the CRM, giving your team context about the visitor’s needs before the first conversation.
Connect bookings with follow-up
An online appointment is a concrete step in the customer journey. At Refresh Bathrooms, website funnels including brochure requests and a booking widget connect with Alpha CRM. The team manages subsequent personal follow-up within that process. We discuss the confirmations, reminders and ownership you need during implementation.
Start with one event and one outcome
Choose a step that creates repetitive manual work. Define what starts the automation, which information it carries and who checks the result. Test with a real enquiry before expanding it. Make ownership of incomplete enquiries clear as well. This keeps automation understandable for the team using it.
In practice
Concrete entry points for your CRM process
| Event | Connection in Alpha |
|---|---|
| A visitor requests a brochure | The brochure widget sends it and records the request as a lead. |
| A visitor completes a quiz | The quiz funnel passes the lead and answers into the CRM. |
| A visitor books an appointment | The booking connects with customer contact and follow-up. |
| A lead needs personal contact | The team takes the next step using the available customer information. |
Built around real customer contact.
Product
New CRM Tools: Brochure Widgets and Quiz Funnels
Two new ways to capture interest from your website visitors automatically: a configurable brochure widget and a quiz funnel that feeds straight into Alpha CRM.
Read the storyPartnership
Refresh Bathrooms and Alpha: building a better customer journey together
From brochure requests and online appointments to personal follow-up in Alpha CRM. Together with Refresh Bathrooms, we are improving the customer journey, with a bathroom configurator in development.
Read the storyFrequently asked questions
Is an automated CRM the same as a chatbot?
No. Automation can process a form or send a brochure without a chatbot. Your team can continue to handle personal conversations and assess enquiries.
Is every automation included by default?
That depends on the modules and configuration. We first map events, actions and integrations, then explain which existing Alpha features fit and where additional implementation is needed.
Where should we start?
Choose a clearly defined step, such as a brochure request you currently process manually. Your team will recognise the process and can check that the information arrives correctly in the CRM.
Start with your customer process
Show us how you work today.
Bring a real enquiry. Together we explore how Alpha fits your leads, follow-up and handovers.